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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,013 | $35,183-71.5% | $73,550-86.4% | $70,126-85.7% |
| Participation rate | 7.9% | 42.9%-35.0pp | 54.9%-47.0pp | 69.5%-61.6pp |
| Annual return | 12.65% | 26.90%-14.2pp | -15.16%+27.8pp | 73.15%-60.5pp |
| Employer contribution / active EE | $111 | $709-84.4% | $1,219-90.9% | $2,343-95.3% |
| Participant deferral / active EE | $221 | $1,220-81.9% | $1,804-87.8% | $3,332-93.4% |
| Admin fee / account holder | $1,438 | $2,302-37.5% | $2,320-38.0% | $4,645-69.0% |